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Onboarding

When your organisation signs up for Ops AI, Netmo creates your MSP account and sends an invite email to your designated super admin. The email contains a one-time invite link that starts the onboarding wizard.

Wizard steps​

  1. Identity verification. Confirm your name and email address to validate the invite link.
  2. Configure Entra authentication. Enter your Microsoft Entra (Azure AD) app registration details so your team can sign in with single sign-on (SSO). You will need:
    • Tenant ID — your Microsoft Entra directory (tenant) ID.
    • Client ID — the Application (client) ID from your Entra app registration.
    • Client Secret — a secret generated within the app registration. Make a note of its expiry date — Ops AI emails you reminders at 30, 14, 7, and 1 day(s) before it expires.
  3. Complete setup. Once your Entra details are saved and validated, the wizard confirms your account is ready. You receive your unique login URL and an opaque organisation code (a short slug like x7k9m2). Share this code with your team so they can log in.

First login​

After onboarding, visit your login URL and enter your organisation code. You will be redirected to your Microsoft Entra sign-in page.

The first user to log in is automatically assigned the Admin role. All subsequent users are provisioned as Viewers — an Admin can promote them later from the Users page.

First-run checklist​

Your dashboard displays a First-Run Checklist to guide you through initial configuration:

  • Configure a PSA integration
  • Set up PSA webhooks
  • Create your first SOP
  • Configure notification channels
  • Invite team members

Each item links to the relevant page. The checklist disappears once all items are complete.

Roles​

RoleAccess level
AdminFull access. Manages users, integrations, SOPs, billing, notifications, CSP/GDAP, and approves/rejects agent actions.
TechCreates and edits SOPs, manages routing rules and scheduled jobs, approves/rejects agent actions, sets own notifications.
ViewerRead-only access to dashboards, agent runs, SOPs, and reports. Cannot make changes or approve actions.

Admins can promote or demote any user from the Users page. Deactivating a user preserves their activity history in the audit log.